Bidirectional integration from incident to MS teams

shivaadapa
Tera Expert

Hi            

If incident is created Option for agent to start chat with caller and

1)Show the bi-directional data exchange from Incident to MS teams and vice versa

2)The chat /images should get attached to the ticket log.

Above are my requirements and how can i achieve this?

4 REPLIES 4

Dr Atul G- LNG
Tera Patron
Tera Patron

Hi @shivaadapa 

 

Might be helpful

 

Below are the link which may help you to understand about it

https://docs.servicenow.com/en-US/bundle/sandiego-employee-service-management/page/product/sn-teams/...

https://docs.servicenow.com/bundle/sandiego-servicenow-platform/page/administer/virtual-agent/task/c...

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Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
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Hi @Dr Atul G- LNG 

I couldn't find anything here that these are not matching my requirements. Could you please help me with any related documents!

SOrry mate I have only this info.

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If my response proves useful, please indicate its helpfulness by selecting " Accept as Solution" and " Helpful." This action benefits both the community and me.

Regards
Dr. Atul G. - Learn N Grow Together
ServiceNow Techno - Functional Trainer
LinkedIn: https://www.linkedin.com/in/dratulgrover
YouTube: https://www.youtube.com/@LearnNGrowTogetherwithAtulG
Topmate: https://topmate.io/atul_grover_lng [ Connect for 1-1 Session]

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Rajdeep Ganguly
Mega Guru


To achieve your requirements, you can use ServiceNow's Virtual Agent with Microsoft Teams integration. Here are the steps:

1. **Setup Virtual Agent in ServiceNow:**
- Enable the Virtual Agent plugin in ServiceNow.
- Configure the Virtual Agent to handle incidents and other service requests.

2. **Setup Microsoft Teams Integration:**
- Install the ServiceNow Virtual Agent app in Microsoft Teams.
- Configure the app to connect with your ServiceNow instance.

3. **Bi-directional Data Exchange:**
- When an incident is created in ServiceNow, the Virtual Agent can send a notification to the assigned agent in Microsoft Teams.
- The agent can then start a chat with the caller directly from Microsoft Teams.
- Any updates made in the chat will be synced back to the incident in ServiceNow.

4. **Attach Chat/Images to Ticket Log:**
- The Virtual Agent can be configured to capture the chat history and any images shared during the chat.
- This data can then be attached to the incident in ServiceNow.

Please note that this requires a good understanding of both ServiceNow and Microsoft Teams, as well as the ability to configure the Virtual Agent and the Microsoft Teams app. It's also important to note that the exact steps may vary depending on the specific versions of ServiceNow and Microsoft Teams that you are using.


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